+99.8%
SLV vs MSCI
+8.1%
+91.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.3% |
| 7D | -1.1% | -1.9% | +0.8% | -0.9% |
| 30D | -14.2% | +16.5% | -30.6% | -15.8% |
| 3M | -20.3% | +18.2% | -38.5% | -22.0% |
| 6M | -40.2% | +14.0% | -54.2% | -41.4% |
| YTD | -27.6% | +16.6% | -44.2% | -29.6% |
| 1Y | +0.4% | +14.8% | -14.4% | -2.1% |
| 3Y | +129.4% | +33.3% | +96.1% | +115.1% |
| 5Y | +99.8% | +9.1% | +90.7% | +86.4% |
| All | +99.8% | +8.1% | +91.6% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MSCI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling